Lifelong Wealth Strategies, LLC

Lifelong Wealth Strategies, LLC (CRD# 125504) is a financial advisory firm headquartered in , . They manage $11,430,000 in 66 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://lifelongwealthstrategies.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $173,182
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Lifelong Wealth Strategies, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Angelo Gallo, financial advisor Somers NY
Angelo Gallo
CRD#: 1471589
Somers, NY

Angelo Gallo (CRD# 1471589) is an Investment Advisor Representative working at Lifelong Wealth Strategies, LLC in Somers, NY and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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